Long-term investor
Sun Financial Inc. @sunfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067342).
Record
- Tracked since 2025-12-31 (270 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +37.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738R308 · 4.8% · long · since 2025-12-31
- 33740F755 · 4.2% · long · since 2025-12-31
- 808524409 · 3.9% · long · since 2025-12-31
- 45259A258 · 3.2% · long · since 2025-12-31
- 33738R407 · 2.8% · long · since 2025-12-31
- 46641Q837 · 2.5% · long · since 2025-12-31
- 464287440 · 2.5% · long · since 2025-12-31
- 33738D788 · 2.4% · long · since 2025-12-31
- 886364231 · 2.2% · long · since 2025-12-31
- NVDA · 2.0% · long · since 2025-12-31
- GOOGL · 1.9% · long · since 2025-12-31
- 337345102 · 1.8% · long · since 2025-12-31